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Entry level-Financial Consultant

Job

KB & Associates

Remote

Part-Time

Posted 6 days ago (Updated 4 days ago) • Actively hiring

Expires 7/18/2026

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Job Description

Entry level-Financial Consultant KB & Associates
  • 4.0 Honolulu, HI Job Details Part-time | Contract $30,000
  • $40,000 a year 10 hours ago Benefits Financial planning services Tuition reimbursement Career development plan Professional development assistance Flexible schedule Qualifications No experience needed Full Job Description Job Overview Embark on an exciting journey as an Entry Level Financial Consultant, where you will play a vital role in guiding clients through their financial futures.
This dynamic position offers the opportunity to develop foundational expertise in financial planning, investment management, and wealth strategies. You will work closely with experienced professionals to analyze client needs, recommend tailored solutions, and foster long-term relationships. If you're passionate about finance, eager to learn, and motivated to make a positive impact, this is the perfect role to launch your career in financial services. Duties Assist clients in understanding their financial goals and develop personalized financial plans aligned with their objectives Conduct research on financial products, market trends, and investment options to support client recommendations Support senior consultants in managing client portfolios and tracking investment performance Prepare detailed reports on financial analysis, estate planning strategies, and tax considerations Maintain accurate records of client interactions, transactions, and service activities using financial software tools Participate in ongoing training sessions to deepen knowledge of securities law, wills, trusts & estate law, and other relevant regulations Contribute to business development efforts by engaging potential clients and supporting sales initiatives Requirements
  • Positive attitude is a MUST!
  • Able to pass a background check.
  • Desire to impact others in a positive way.
  • Coachable.
  • No previous experience in Finance necessary; company-sponsored training & mentorship.
Join us as an Entry Level Financial Consultant and help clients achieve their financial aspirations through dedicated service, innovative solutions, and expert guidance. This paid position offers a comprehensive environment for growth—empowering you with the skills needed for a successful career in the vibrant world of Finance.
Pay:
$30,000.00
  • $40,000.
00 per year
Benefits:
Financial planning services Flexible schedule Professional development assistance Tuition reimbursement
Work Location:
Hybrid remote in Honolulu, HI 96814